Product FAQ

Frequently Asked Question on how to use Sortd and/or use certain features

Email tracking in relation to EU citizens and GDPR
As of May 2018, the EU’s new privacy law, GDPR, enforces new rules for cold email and email tracking. Fortunately, Sortd helps you play by the new rules. To...
Thu, 21 Jun, 2018 at 2:59 PM
How does email tracking work?
When you compose or reply to an email, you’ll notice an icon next to the Send button that looks like this:   Enabling / Disabling   To track emails...
Tue, 5 Jun, 2018 at 4:40 PM
How do I enable Email Sharing?
BETA FEATURE IN TESTING- What is shared email? Shared Email is a powerful Sortd feature that allows you and your team to naturally manage: Email c...
Mon, 17 Aug, 2020 at 1:19 PM
How does the mobile Add-on work?
The mobile Add-on enables you to add tasks and emails to your existing boards/lists right from within the Gmail mobile app. This Add-on is the compa...
Thu, 18 Apr, 2019 at 2:10 PM
Shared Email - More info?
BETA FEATURE IN TESTING- What is shared email? Shared Email is a powerful Sortd feature that allows you and your team to naturally manage: Em...
Fri, 1 Mar, 2019 at 11:23 AM
How to set up Sortd on a shared Team mailbox
A Step by Step guide If you and your team log into a shared mailbox (info@..., sales@..., support@... ) to manage incoming requests, you'll know th...
Mon, 6 Apr, 2020 at 11:18 AM
How do I add/drag multiple emails to a list?
It's currently only possible to add multiple emails to a Sortd board from the standard Gmail interface. Here's how it works... Select the emails...
Wed, 11 Mar, 2020 at 7:21 PM
How do I change the currency of a Sales Board and on Sales Reports?
Sortd provides multi-currency functionality on a board level.  Changing the currency will update the currency on the deal screen, on the cards and in the Sa...
Wed, 3 Jun, 2020 at 10:15 AM
Setting up a Shared Gmail Inbox to assign emails with Sortd
If your team logs into a shared mailbox (like sales@company.com, support@company.com, finance@company.com ...) to share the workload of incoming emails li...
Fri, 27 Aug, 2021 at 5:49 PM
Connect Sortd with 2,000+ apps using Zapier
Premium feature for paid users & those users trialing Sortd Here are some of the apps that you can connect with Sortd Zapier simplifies the int...
Wed, 24 Mar, 2021 at 2:09 PM